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Portfolio (Quarterly) Guide ↗

Interchange Capital Partners, LLC

· CIK 0001845998
13F Portfolio $539M AUM 424 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 424 New
Page 9 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ARKB ARK 21SHARES BITCOIN ETF Financial Services 21,795.0 $633K 0.12% NEW $29.04 -31.8%
162 CLH CLEAN HARBORS INC Industrials 2,672.0 $627K 0.12% NEW $234.48 +28.6%
163 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,070.0 $620K 0.12% NEW $579.61 -11.5%
164 COIN COINBASE GLOBAL INC Financial Services 2,736.0 $619K 0.12% NEW $226.14 -34.1%
165 HWM HOWMET AEROSPACE INC Industrials 2,968.0 $608K 0.11% NEW $205.02 +31.1%
166 ESS ESSEX PPTY TR INC Real Estate 2,320.0 $607K 0.11% NEW $261.74 +12.8%
167 CW CURTISS WRIGHT CORP Industrials 1,090.0 $601K 0.11% NEW $551.27 +35.6%
168 IXJ ISHARES TR 6,120.0 $596K 0.11% NEW $97.39 +1.5%
169 ETN EATON CORP PLC Industrials 1,862.0 $593K 0.11% NEW $318.68 +26.4%
170 PSTG PURE STORAGE INC Technology 8,779.0 $588K 0.11% NEW $67.01 +11.3%
171 VGT VANGUARD WORLD FD 776.0 $584K 0.11% NEW $752.81 -84.9%
172 SLV ISHARES SILVER TR Financial Services 9,038.0 $582K 0.11% NEW $64.42 -17.3%
173 BLK BLACKROCK INC Financial Services 539.0 $577K 0.11% NEW $1070.25 -9.9%
174 SHW SHERWIN WILLIAMS CO Basic Materials 1,781.0 $577K 0.11% NEW $323.88 +6.2%
175 XLE SELECT SECTOR SPDR TR 12,538.0 $561K 0.10% NEW $44.71 +20.5%
176 SPGI S&P GLOBAL INC Financial Services 1,072.0 $560K 0.10% NEW $522.79 -21.9%
177 RSPN INVESCO EXCHANGE TRADED FD T 9,870.0 $559K 0.10% NEW $56.63 +11.6%
178 PGR PROGRESSIVE CORP Financial Services 2,454.0 $559K 0.10% NEW $227.65 -1.5%
179 WMB WILLIAMS COS INC Energy 9,247.0 $556K 0.10% NEW $60.10 +29.6%
180 ENB ENBRIDGE INC Energy 11,476.0 $550K 0.10% NEW $47.91 +17.4%
Page 9 of 22  ·  424 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 17.8%
Consumer Cyclical 11.2%
Healthcare 9.9%
Communication Services 8.9%
Industrials 8.1%
Consumer Defensive 3.6%
Energy 3.3%
Utilities 1.8%
Real Estate 1.4%